Pins is a feature which allows you to pin some of your favorite areas of the system to your home screen, making it easier to find what you want each time you log-in. This guide explains how to pin an Opportunity.
Step 1: Tap Accounts
From the sales-i home screen, tap Accounts.
Step 2: Tap the search icon.
Tap the search icon.
Step 3: Tap Search for
Tap Search For.
Type the name of the account you wish to find and tap Apply.
Step 4: Select Account
Tap on the selected account to view their account details.
Step 5: Select Opportunities
Next, tap Opportunities in the Actions section.
Step 6: Tap on your chosen opportunity
Tap on the selected opportunity you would like to pin.
Step 7: Tap Pin
A message will ask you 'Would you like to Pin this account?'
Step 8: Tap Pins
Your Account has now been pinned to the home screen.
To access a list of your pins - Navigate to the sales-i home screen and tap Pins.
Step 9: Your pins
You will now see a list of all of your pins, tap on your chosen pin to access it.
Don't forget you can also pin Accounts, Contacts, Saved Searches, Campaigns, Targets and Saved Enquiries on your Apple device.
Discover how to Pin various areas of the system:
- How to pin a Contact
- How to pin a Saved Search
- How to pin a Saved Enquiry
- How to pin a Campaign
- How to pin an Account
- How to delete a Pin